COMP <GO>
IDCC vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
InterDigital Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: IDCC 10
— CAT 5
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: IDCC
LAST: $311.57 (-6.79%) • MKT CAP: $8.63B
options-implied-move
6.50%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IDCC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IDCC | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 52.80% | 21.15% | +31.65 | IDCC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.7x | 20.9x | -4.16 | IDCC | /valuation <GO> |
| Free Cash Flow Yield | 6.13% | 3.74% | +2.39 | IDCC | /fcf-yield <GO> |
| Operating Margin | 55.30% | 17.52% | +37.78 | IDCC | /operating-margins <GO> |
| Net Profit Margin | 48.80% | 14.51% | +34.29 | IDCC | /net-margins <GO> |
| Revenue Growth (YoY) | -4.00% | 18.36% | -22.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.70% | 1.05% | -0.35 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.32 | 4.34 | +3.98 | IDCC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | IDCC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 8.46% | -1.96 | IDCC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.0 | 23.6 | +17.43 | IDCC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 1.02 | -0.15 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.7x | 26.0x | -6.26 | IDCC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.63B | $286.26B | -$277.64B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IDCC REV | CAT REV | IDCC GROSS % | CAT GROSS % | IDCC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $834.0M | $67.59B | 44.0% | 99.9% | $528.6M | $8.92B |
| FY 2024 | $868.5M | $64.81B | 44.0% | 100.0% | $265.7M | $10.05B |
| FY 2023 | $549.6M | $67.06B | 44.0% | 99.8% | $189.0M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IDCC // BETA 0.87
CAT // BETA 1.02